How it works
Four steps from the moment you sign up to the moment family stops asking for updates.
- 1
Create your hub
Set up takes five minutes. Sign in with a magic link, name the estate, and you're in. The first estate is free.
- 2
Build your task checklist
Start from a comprehensive library of estate tasks across 12 categories. Archive what doesn't apply, drag what matters into your to-do list, add notes for context.
- 3
Post updates
Write a short update when there's news — the probate filing, the bank meeting, the appraisal. One post replaces a dozen phone calls.
- 4
Family stays informed automatically
Every accepted family member gets the update by email and can revisit the timeline anytime in a private read-only portal. Questions drop dramatically.